Procurri LLC 401k Plan — Form 5500 plan (Procurri, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Procurri LLC 401k Plan is a benefit plan reported by Procurri, LLC under EIN 46-1601019 and plan number 002. The latest loaded filing year is 2023. The filing reports 218 participants and $6,757,492 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Procurri, LLC
EIN
46-1601019
Plan number
002
Plan type
2
Location
Norcross, GA
Latest filing year
2023
Participants
218
End-of-year plan assets
$6,757,492

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20240911122951NAL0003640099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,757,492
Net assets (EOY)
$6,757,492
Net assets (BOY)
$5,625,275

Income & contributions

Employer contributions
$123,548
Participant contributions
$767,335
Total contributions
$965,092
Total income / additions
$1,976,837

Expenses & distributions

Benefits paid
$777,369
Administrative expenses
$30,283
Total expenses
$844,620
Net increase / (decrease)
$1,132,217

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement Solutions,RECORDKEEPER$15,640$02023
Alliant Retirement ConsultingINVESTMENT ADVISORY$14,643not reported in the loaded dataset2023
Charles Schwab & Co., Inc.SECURITIES BROKER$0$02023

Related Form 5500 pages